StockDriftsStockDriftsTop 50 United Capital Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.93% | 1.61M | $961.8M | +0.80%(+12.77K) | $366.43(+85.42%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.48% | 1.36M | $888.2M | +6.89%(+87.58K) | $404.03(+83.76%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.06% | 764.3K | $497.1M | +0.17%(+1.30K) | $630.33(+17.27%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.82% | 5.06M | $456.8M | +1.88%(+93.41K) | $63.09(+50.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.76% | 1.76M | $447.3M | -1.29%(-23.05K) | $88.00(+241.17%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.3% | 2.14M | $373.6M | +9.01%(+177.08K) | $65.54(+243.78%) | 2026-03-31 | |
| RGEN | REPLIGEN CORP | 2.02% | 2.77M | $326.8M | +0.11%(+3.12K) | $129.16(-20.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.77% | 774.5K | $286.7M | +2.50%(+18.88K) | $166.48(+153.44%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.76% | 3.70M | $285.1M | +4.49%(+159.00K) | $75.95(+0.14%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.73% | 1.43M | $281.4M | -1.21%(-17.63K) | $58.09(+255.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.82% | +36.11% |
| Top 20 Holdings Unweighted | +10.00% | +33.10% |
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